Latest Institutional Purchases of Spdr S&P Bank ETF (KBE)
This list provides information on the latest institutional transactions involving Spdr S&P Bank ETF (KBE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
10.4KNew |
$449K - $545K
|
10.4K
$551K
|
|
|
Nov 14, 2022
Q3 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
9.71KNew |
$419K - $508K
|
9.71K
$513K
|
|
|
Nov 09, 2022
Q3 2022
|
Tmd Wealth Management, LLC
|
BUY
|
- |
5.35KNew |
$231K - $280K
|
5.35K
$283K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
4.58KNew |
$197K - $239K
|
4.58K
$242K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.62KNew |
$70K - $85K
|
1.62K
$85.8K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
800New |
$34.5K - $41.9K
|
800
$42.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
694+ 6.29% |
$29.9K - $36.3K
|
11.7K
$620K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
400New |
$17.2K - $20.9K
|
400
$21.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
146+ 1.56% |
$6.29K - $7.64K
|
9.48K
$501K
|
|
|
Nov 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
35+ 0.6% |
$1.51K - $1.83K
|
5.84K
$309K
|
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
BUY
|
- |
11+ 0.03% |
$474 - $576
|
31.8K
$1.68M
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1New |
$43.1 - $52.3
|
1
$52.9
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
47.6K+ 480.81% |
$2.04M - $2.47M
|
57.5K
$3.04M
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
9.43KNew |
$404K - $489K
|
9.43K
$498K
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.29KNew |
$312K - $378K
|
7.29K
$385K
|
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
4.81KNew |
$206K - $250K
|
4.81K
$254K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
1.53KNew |
$65.7K - $79.6K
|
1.53K
$81.1K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
300New |
$12.8K - $15.6K
|
300
$15.9K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
190New |
$8.14K - $9.86K
|
190
$10K
|
|
|
Jul 19, 2022
Q2 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
89+ 1.46% |
$3.81K - $4.62K
|
6.2K
$328K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1New |
$42.8 - $51.9
|
1
$52.9
|
|
| Q1 2022 | |||||||
|
May 09, 2022
Q1 2022
|
Banco Santander, S.A.
|
BUY
|
- |
59.1KNew |
$3.04M - $3.57M
|
59.1K
$3.13M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
36KNew |
$1.85M - $2.18M
|
36K
$1.9M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
31.4KNew |
$1.61M - $1.9M
|
31.4K
$1.66M
|
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
7.46KNew |
$383K - $451K
|
7.46K
$394K
|
|
|
May 13, 2022
Q1 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.8KNew |
$298K - $350K
|
5.8K
$307K
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.96KNew |
$203K - $239K
|
3.96K
$209K
|
|
|
May 13, 2022
Q1 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3KNew |
$154K - $181K
|
3K
$159K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3KNew |
$154K - $181K
|
3K
$159K
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.28KNew |
$65.7K - $77.3K
|
1.28K
$67.7K
|
|
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
478+ 0.8% |
$24.5K - $28.9K
|
60.5K
$3.2M
|
|
|
May 16, 2022
Q1 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
400New |
$20.5K - $24.2K
|
400
$21.1K
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
359+ 7.25% |
$18.4K - $21.7K
|
5.31K
$281K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
350New |
$18K - $21.1K
|
350
$18.5K
|
|
|
May 12, 2022
Q1 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
150New |
$7.7K - $9.06K
|
150
$7.93K
|
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
53New |
$2.72K - $3.2K
|
53
$2.8K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
51New |
$2.62K - $3.08K
|
51
$2.7K
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.3% |
$51.4 - $60.4
|
330
$17.4K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
255K+ 26.68% |
$13.1M - $14.7M
|
1.21M
$63.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
275New |
$14.2K - $15.9K
|
275
$14.5K
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
124New |
$6.39K - $7.18K
|
124
$6.55K
|
|
|
Jan 28, 2022
Q4 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
40New |
$2.06K - $2.32K
|
40
$2.11K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
40.1KNew |
$1.89M - $2.15M
|
40.1K
$2.12M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
3.83KNew |
$181K - $205K
|
3.83K
$202K
|
|
| Q2 2021 | |||||||
|
Aug 04, 2021
Q2 2021
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
40KNew |
$2M - $2.22M
|
40K
$2.11M
|
|
|
Aug 04, 2021
Q2 2021
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
14.6K+ 4.59% |
$729K - $810K
|
333K
$17.6M
|
|
|
Jul 26, 2021
Q2 2021
|
Easterly Investment Partners LLC
|
BUY
|
- |
6.6KNew |
$330K - $366K
|
6.6K
$349K
|
|
| Q1 2021 | |||||||
|
Jan 10, 2025
Q1 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
21.4KNew |
$885K - $1.18M
|
21.4K
$1.13M
|
|
| Q4 2020 | |||||||
|
Feb 11, 2021
Q4 2020
|
Barclays PLC
London, X0 |
BUY
|
PUT |
1.28M+ 2560.0% |
$38.1M - $53.5M
|
1.33M
$70.3M
|
|
|
Feb 16, 2021
Q4 2020
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
6.6KNew |
$196K - $276K
|
6.6K
$349K
|
|